See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,330 | $24,730-70.4% | $66,042-88.9% | $84,808-91.4% |
| Participation rate | 79.5% | 68.1%+11.5pp | 67.5%+12.0pp | 68.3%+11.2pp |
| Annual return | 23.15% | 79.55%-56.4pp | 52.11%-29.0pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,650 | $857+92.6% | $1,579+4.5% | $2,631-37.3% |
| Participant deferral / active EE | $1,879 | $1,737+8.2% | $2,835-33.7% | $4,212-55.4% |
| Admin fee / account holder | $515 | $3,014-82.9% | $5,747-91.0% | $7,344-93.0% |